Civic Intelligence

Learning First Alliance

990 • Fiscal year 2016 • EIN 52-2085368

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 10, 2017

1615 Duke StreetAlexandria, VA 22314

(703) 518-6290

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$133,229

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$720,405

Up $167,432 (+30%) from 2015

Net Assets

Up

$689,660

Up $223,598 (+48%) from 2015

Liabilities

Down

$30,745

Down $56,166 (-65%) from 2015

Revenue

Up

$1,025,044

Up $308,266 (+43%) from 2015

Expenses

Up

$801,446

Up $234,704 (+41%) from 2015

Net Income

Up

$223,598

Up $73,562 (+49%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $564,392Liabilities 2011: $148,391Net Assets 2011: $416,0012011Assets 2012: $473,106Liabilities 2012: $33,353Net Assets 2012: $439,7532012Assets 2013: $440,788Liabilities 2013: $44,068Net Assets 2013: $396,7202013Assets 2014: $368,210Liabilities 2014: $52,184Net Assets 2014: $316,0262014Assets 2015: $552,973Liabilities 2015: $86,911Net Assets 2015: $466,0622015Assets 2016: $720,405Liabilities 2016: $30,745Net Assets 2016: $689,6602016Assets 2017: $526,504Liabilities 2017: $25,692Net Assets 2017: $500,8122017Assets 2018: $503,600Liabilities 2018: $23,659Net Assets 2018: $479,9412018Assets 2019: $533,745Liabilities 2019: $7,034Net Assets 2019: $526,7112019Assets 2020: $522,587Liabilities 2020: $18,724Net Assets 2020: $503,8632020Assets 2021: $559,624Liabilities 2021: $50,415Net Assets 2021: $509,2092021Assets 2022: $702,629Liabilities 2022: $185,933Net Assets 2022: $516,6962022Assets 2023: $703,664Liabilities 2023: $161,875Net Assets 2023: $541,7892023Assets 2024: $708,700Liabilities 2024: $177,912Net Assets 2024: $530,7882024

Highlighted filing

2016

Assets$720,405
Liabilities$30,745
Net Assets$689,660

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $347,1292011Expenses 2012: $379,2272012Expenses 2013: $395,1072013Revenue 2014: $340,005Expenses 2014: $420,699Net Income 2014: -$80,6942014Revenue 2015: $716,778Expenses 2015: $566,742Net Income 2015: $150,0362015Revenue 2016: $1,025,044Expenses 2016: $801,446Net Income 2016: $223,5982016Revenue 2017: $290,410Expenses 2017: $480,237Net Income 2017: -$189,8272017Revenue 2018: $299,223Expenses 2018: $321,074Net Income 2018: -$21,8512018Revenue 2019: $304,774Expenses 2019: $258,984Net Income 2019: $45,7902019Revenue 2020: $282,276Expenses 2020: $303,804Net Income 2020: -$21,5282020Revenue 2021: $338,923Expenses 2021: $333,577Net Income 2021: $5,3462021Revenue 2022: $393,349Expenses 2022: $385,862Net Income 2022: $7,4872022Revenue 2023: $486,461Expenses 2023: $461,368Net Income 2023: $25,0932023Revenue 2024: $422,999Expenses 2024: $429,988Net Income 2024: -$6,9892024

Highlighted filing

2016

Revenue$1,025,044
Expenses$801,446
Net Income$223,598
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$1,025,044
Mission and Program Overview

Mission

See attached statement

The organization is a partnership of leading education associations with more than 10 million members dedicated to improving student learning in america's public schools. The organization works at the national and state level to join together top leaders from the full spectrum of public education in order to: share information among alliance members and learn together and lead and advocate for the continuous and long-term improvement of public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$441,819$402,024▼ $39,795
Cash and Non-Interest-Bearing Accounts$99,842$270,165▲ $170,323
Accounts Receivable$100$26,037▲ $25,937
Land, Buildings, and Equipment, Net-$8,018-
Prepaid Expenses and Deferred Charges$4,212$7,261▲ $3,049
Total Assets$552,973$720,405▲ $167,432
Other Assets Total$7,000$6,900▼ $100
Liabilities
Deferred Revenue$59,002--
Accounts Payable and Accrued Expenses$27,909$30,745▲ $2,836
Total Liabilities$86,911$30,745▼ $56,166
Net Assets / Fund Balance
Unrestricted Net Assets$327,204$471,231▲ $144,027
Temporarily Rstr Net Assets$138,858$218,429▲ $79,571
Total Net Assets Fund Balance$466,062$689,660▲ $223,598
Total Liabilities and Net Assets / Fund Balance$552,973$720,405▲ $167,432

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,861$2,139$7,000
Equipment$3,157$53$3,210
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl Scott WilliamsEx. DirectorFT$121,436$11,793$133,229

Board Members and Trustees

NameTitle
Francine LawrencePast Chair
Stephanie HirshBoard Chiar
Brian LewisDirector
Daniel a DomenechDirector
Gail ConnellyDirector
Joann BartolettiDirector
Joshua StarrDirector
Kim AndersonDirector
Nathan MonellDirector
Richard BaginDirector
Richard WongDirector
Sharon RobinsonDirector
Anne FosterDirector - O
William BushawDirector - O
Richard LongExecutive Di
Tom GentzelSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$686,682
Program Service Revenue
$338,157
Investment Income
$205
Other Revenue
$0
All Other Contributions
$686,682
Change in Net Assets
$223,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,025,044
Total Revenue per Audited Statements
$1,025,044
Total Revenue per Form 990
$1,025,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,560
Grants and Similar Amounts Paid$279,000
Salaries, Compensation, and Employee Benefits$229,886
Total Fundraising Expense$7,507
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$279,000--$279,000
Fees for Services Other$164,646$40,332$602$205,580
Current Officers, Directors, Trustees, and Key Employees$138,015$15,864$4,759$158,638
Fees for Services Accounting$16,058$30,739$459$47,256
Other Salaries and Wages$38,998$4,212$943$44,153
Payroll Taxes$13,720$415$233$14,368
Occupancy$3,899$7,464$111$11,474
Information Technology$4,190$5,193$78$9,461
Other Employee Benefits$8,190$247$140$8,577
Travel$4,960$59$1$5,020
Office Expenses$1,677$2,759$41$4,477
Pension Plan Contributions$3,963$120$67$4,150
Conferences and Meetings$1,725$1,303$19$3,047
Insurance$882$1,689$25$2,596
Depreciation Depletion$745$1,426$21$2,192
Advertising$615--$615
Other Expenses$37$71$1$109
Total Functional Expenses$681,569$112,370$7,507$801,446

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$801,446
Total Expenses per Audited Statements$801,446
Total Expenses per Form 990$801,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Association of ElementaryAlexandria, VA501c3Get It Right-subgran$105,000
American Association of CollegesWashington, DC501c3Get It Right-subgran$39,000
American School CounselorAlexandria, VA501c3Get It Right-subgran$30,000
National Parent TeacherAlexandria, VA501c3Get It Right-subgran$30,000
Consortium for School NeworkingWashington, DC501c3Get It Right-subgran$15,000
Learning ForwardDallas, TX501c3Get It Right-subgran$15,000
National School Boards AssociationAlexandria, VA501c3Get It Right-subgran$15,000
National School Public RelationsRockville, MD501c3Get It Right-subgran$15,000
Phi Delta Kappa InternationalArlington, VA501c3Get It Right-subgran$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-The Officer ofThe OrganizationNo$11,475
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The learning first alliance is an unprecedented partnership of 14 leading education associations that have come together to improve student learning in america's public elementary and secondary schools. Lfa leverages the power of its members to elevate all american public schools to world-class standards, and to prepare all students for successful lives and active citizenship. The 14 member organizations in the alliance represent millions of americans who work in and for public schools every day - including our nation's teachers, principals, parents, teacher educators, school board members, school administrators, school business officials, school counselors and other school staff. The alliance represents a self-initiated commitment by its members to work in concert to deliver common messages to all parts of the education system and beyond, align priorities, share and disseminate success stories, articulate the importance of collaboration at every level, and work towards long-term system change based on solid research.

Form 990, Page 6, Part VI, Line 7A

The executive director and executive committee will meet to discuss a plan for growth for the following year. Membership growth will be limited to 3 -5 strategically recommended organizations per year. A list of potential new lfa members will presented to the lfa board of directors for discussion and approval on an annual schedule determined by the executive director and executive committee. Upon board approval, the lfa executive director will approach the potential member to determine interest in becoming an lfa member and ability to pay organizational dues. Once interest in membership is determined, the potential new member will be asked to complete an application that includes information that addresses lfa membership criteria. The lfa board will review the membership application and vote on admitting the new member. Should an organization not previously identified by the board and executive committee as a potential member approach lfa about joining, the executive director will gather information on the group from publicly available sources and get board approval for providing a membership application form to the potential member. On submission of the completed application form the lfa board will vote on admitting the organization to the membership. Upon board approval the new member will be provided a membership information packet and be invited to attend the next board of directors meeting. First year dues for new members will be pro-rated to align with remaining months in the fiscal year.

Form 990, Page 6, Part VI, Line 11B

After approval by the learning first alliance (lfa) executive director, the form 990 is submitted to the lfa executive committee for its approval. After receiving executive committee approval, lfa's form 990 is filed with the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

Annually, every lfa board member signs a federal form 990 board member questionnaire as well as a statement affirming knowledge of the lfa conflict of interest policy and adherence to that policy.

Form 990, Page 6, Part VI, Line 15A

The executive director compensation is determined and approved by the board through its executive committee using written employment contracts, form 990's of other organizations and other appropriate information related to comparable positions of similar sized organizations. Other employees' compensation is determined using similar sources and approved by the executive director.

Form 990, Page 6, Part VI, Line 15B

The executive director compensation is determined and approved by the board through its executive committee using written employment contracts, form 990's of other organizations and other appropriate information related to comparable positions of similar sized organizations. Other employees' compensation is determined using similar sources and approved by the executive director.

Form 990, Page 6, Part VI, Line 19

Learning first alliance makes its governing documents, conflict of interest policy and financial statements available for public inspection upon request. In addition, lfa will maintain its form 990 in guidestar's database of information on non-profit organizations.

Filing and Contact Details

Filer

Filer Name
Learning First Alliance
EIN
52-2085368
Phone
7035186290
Address
1615 DUKE STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Richard Long
Title
Executive Director
Phone
0070364750
Signed
2017-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Long
Formed
1997
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
13

Preparer

Firm
Kendall Prebola and Jones LLC
Address
PO BOX 259, BEDFORD, PA 15522-0259
Preparer
Allen W Hess CPA
Phone
8146231880
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization is a partnership of leading education associations with more than 10 million members dedicated to improving student learning in america's public schools. The organization works at the national and state level to join together top leaders from the full spectrum of public education in order to: share information among alliance members and learn together and lead and advocate for the continuous and long-term improvement of public education.

Form 990, Page 2, Part III, Line 4A

Importance of collaboration at every level and work towards long-term system change based on solid research.

Form 990, Part IX, Line 11G

Consulting 164,646 40,332 602

Financial Statement Notes

Schedule D, Page 3, Part X

In june 2006, the financial accounting standards board (fasb) issued fasb asc no. 740-10, accounting for uncertainty in income taxes, which is an interpretation of asc 740's, accounting for income taxes. Fasb asc no. 740-10 clarifies the accounting for uncertainty in income taxes recognized in the organization's financial statements in accordance with asc 740's and prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Fasb asc no. 740-10 requires the evaluation of tax positions taken or expected to be taken in the course of preparing the organization's tax return to determine whether the tax positions have a "more-likely-than-not" probability of being sustained by the applicable tax authority. The organization performed an evaluation of uncertain tax positions for the year ended june 30, 2016, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. As of june 30, 2016, the statute of limitations for tax years 2012 through 2014 remains open with the u.s. Federal jurisdiction or the various states and local jurisdictions in which the organization files tax returns. It is the organization's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. As of june 30, 2016, the organization had no accruals for interest and/or penalties.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm10KIM ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSHUA STARR
IRS990/Form990PartVIISectionAGrp/PersonNm12NATHAN MONELL
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM BUSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm15CHERYL SCOTT WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD LONG
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR - O
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR - O
IRS990/Form990PartVIISectionAGrp/TitleTxt15EX. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DI
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IRS990/MissionDesc0THE ORGANIZATION IS A PARTNERSHIP OF LEADING EDUCATION ASSOCIATIONS WITH MORE THAN 10 MILLION MEMBERS DEDICATED TO IMPROVING STUDENT LEARNING IN AMERICA'S PUBLIC SCHOOLS. THE ORGANIZATION WORKS AT THE NATIONAL AND STATE LEVEL TO JOIN TOGETHER TOP LEADERS FROM THE FULL SPECTRUM OF PUBLIC EDUCATION IN ORDER TO: SHARE INFORMATION AMONG ALLIANCE MEMBERS AND LEARN TOGETHER AND LEAD AND ADVOCATE FOR THE CONTINUOUS AND LONG-TERM IMPROVEMENT OF PUBLIC EDUCATION.
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IRS990/OtherExpensesGrp/Desc0BOOKS AND DUES
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0322580
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02836880
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.18$0.53$0.42$0.43$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.16$0.54$0.49$0.46$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.19$0.52$0.39$0.39$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.05$0.51$0.34$0.33$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.02$0.50$0.28$0.30$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.53$0.30$0.26$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.02$0.48$0.30$0.32$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.03$0.50$0.29$0.48$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$1.03$0.80$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.09$0.47$0.72$0.57$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.32$0.34$0.42$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.04$0.40$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.03$0.44$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.15$0.42$0.35